Informed Choice is hosting two seminars about inheritance tax planning.
These free seminars are for anyone who wants to learn how to reduce inheritance tax and maximise value for future generations.
There are two seminars; the first at 4.30pm on Thursday 22nd June 2017 is hosted by Shelley McCarthy, an experienced Chartered Wealth Manager and CFP professional; and Nick Bamford, an experienced Chartered Financial Planner.
The second seminar starts at 6.15pm on Thursday 22nd June 2017 and will be hosted by Victoria McNulty, Senior Paraplanner and Financial Planner at Informed Choice, alongside Nick Bamford.
Our venue for these seminars is Cranleigh Arts Centre.
These one-hour seminars will cover the following important areas:
-Who is liable to pay inheritance tax and how to calculate your future liability.
-The use of trusts to reduce future inheritance tax liabilities.
-Explaining the new main residence nil-rate band.
-Practical steps you and your family can take to save money today, without losing control of your finances.
Each seminar attendee will receive a workbook containing the slides and space for making notes. Free teas and coffees will be provided.
There will also be an opportunity afterwards to talk to a member of our Financial Planning team. You are welcome to attend the seminar with family members.
Space at each seminar is limited to 20 attendees; you should reserve your free ticket early to avoid disappointment.
To reserve your free seat, please call us on 01483 274566, email hello@icfp.co.uk or book online using the forms below.
